American Institute for Advanced Investment Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

American Institute for Advanced Investment Management’s Portfolio DXJ Stock Details DXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$429K	Sell	7,422 -375	-5%	-$21K	0.25%	104
2026 Q1	$412K	Hold	7,797	–	–	0.27%	98
2025 Q4	$379K	Buy	7,797 +2,052	+36%	+$93.8K	0.24%	102
2025 Q3	$245K	Hold	5,745	–	–	0.16%	124
2025 Q2	$219K	Sell	5,745 -8,760	-60%	-$319K	0.15%	134
2025 Q1	$533K	Sell	14,505 -600	-4%	-$22K	0.41%	70
2024 Q4	$555K	Sell	15,105 -1,425	-9%	-$52K	0.41%	73
2024 Q3	$584K	Buy	+16,530	New	+$585K	0.42%	65

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

American Institute for Advanced Investment Management's DXJ Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 4.8% in Q2 2026, selling an estimated $21K and leaving 7,422 shares worth $429K. The position accounts for 0.25% of the portfolio, ranked #104.

American Institute for Advanced Investment Management first reported a position in DXJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $584K in Q3 2024. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

American Institute for Advanced Investment Management held 7,422 shares of WisdomTree Japan Hedged Equity Fund worth $429K as of Q2 2026.
American Institute for Advanced Investment Management sold 375 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $21K.
WisdomTree Japan Hedged Equity Fund made up 0.25% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #104 holding.
American Institute for Advanced Investment Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2024 and has held it in 8 quarters since.
American Institute for Advanced Investment Management's WisdomTree Japan Hedged Equity Fund position peaked at $584K in Q3 2024.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.